Paraplanner
Full-time
Birmingham, Birmingham
Published 2 days
ago
Job Description
Job Title:
Paraplanner
Location:
Central Birmingham (2-minute walk from Snow Hill Station)
Hours
Full Time
A word from Keeley & Co:
Keeley & Co was established in 1928. We excel at what we do and appreciative clients for
life. We have a great business model with a small number of high value clients paying
annual fees in return for a high level of service – and only work with clients we like. We
continually push back the boundaries of good financial planning by incorporating both Life
Planning and Coaching into our business proposition.
We are a financially stable and secure company.
We only employ genuinely nice people so we have a great working atmosphere.
We will be supportive when you have difficulties, understanding of your family commitments
and flexible when necessary. In return, we ask for loyalty, honesty and respect.
Package Details:
The successful adviser will receive a basic salary of £35,000 - £45,000 depending on
experience and qualifications.
Other benefits include:
• Discretionary year-end bonus
• Exam pass bonuses + full cost coverage (CII membership and materials)
• 24 days holiday + bank holidays (rising to 29 days with service)
• Private medical insurance
• 5% employer pension contribution
• Income protection
• Death in service
• Strict no-overtime culture: we value your time and wellbeing
Career Development
• Clear path to Adviser role with full support
• Opportunities in management, compliance, ESG, investment, or operations
Purpose of the role:
This is a paraplanning position with real influence and visibility. You'll work closely with
Financial Planners, attend all client meetings, and take on ownership of complex financial
strategies. Preparing financial planning strategies, cashflow modelling, report construction and
maintaining close client contact, ensuring the highest possible standard of client service and
playing a key role in the business including suggestion of improvements and refinements of
our proposition.
This position presents a unique chance for you to have a say in both the process and your
future. Alongside various paths for advancement, it also provides a rare opportunity to
undergo further training to specialise in areas which interest you, such as being part of the
investment committee, compliance, advising or management. With in-depth support and
encouragement, the pace at which you transition is entirely within your control.
Duties and Responsibilities:
Your duties will include but not be limited to:
• Understanding the personal aspirations of your portfolio of clients.
• Building lasting relationships with clients and gaining respect of other staff.
• Being the primary point of contact for your clients.
• Prepare bespoke financial planning strategies and cashflow models (using Voyant)
• Draft suitability reports and review documents
• Attend and contribute to in-person client meetings
• Preparing financial planning solutions.
• Deliver a personal, relationship-led service
• Execute high-value investment transactions
• Contribute to internal process improvements and team mentorship
• Co-manage client portfolios with Financial Planners
The Ideal Employee:
• Technically strong across pensions, investments, protection, and tax
• Experienced with Transact, AJ Bell, and CRM systems (JCS/IO/Xplan) preferable
• Comfortable engaging with clients in meetings and leading on technical matters
• Culturally aligned, enjoys a collaborative team environment and contributes beyond
their job title
Experience required:
3+ years’ paraplanning experience
Qualifications required:
Diploma qualified (Level 4 DipPFS or equivalent)
Job Information
Category
Paraplanning
Reference
JOB-1755
Benefits
Discretionary Year End Bonus - 24 Days Holiday + Bank Holidays - Private Medical Insurance - 5% Employer Pension Contribution - Income Protection - Death in Service - Exam Pass Bonuses + Full Costs Covered
Created
Published 2 days ago
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